Salesforce Integration with OnBase - 2017-11-29

Gain Access to OnBase Content from Applications

Video: 2017-Q4-1129 Webinar - Salesforce Integration with OnBase

May the Be with Your OnBase — Maximize Your Investments in Salesforce and OnBase; Boost Your Business Processes.

If you're using both the leading CRM application and the leading content services platform (Salesforce and OnBase of course!) then this webinar is for you.

Playback this ~45-minute webinar to learn how you can eliminate information silos and gain access and real-time visibility to documents, metadata, and workflows managed in OnBase directly from your applications.

Walk through the functional capabilities, system architecture and our implementation approach to integrating Salesforce with OnBase; ultimately providing you with an option to avoid any custom programming overheads.

Our 'Integration Gateway for Salesforce' product is a pre-packaged solution to seamlessly integrate OnBase with Salesforce. Built on the OnBase SDK and the platform, our integration framework enables users to - view, link, archive, search AND exchange documents and data between OnBase and ANY Salesforce object. With point-and-click configuration interface built into the Salesforce user interface, administrators can easily map Salesforce and OnBase attributes and view the audit trail of all document transmissions.


About MTS Software Solutions

MTS Software Solutions provides technology and services that simplify, streamline, and accelerate document and data-driven processes. As an Authorized OnBase Solution Provider, MTS offers the experience and technical expertise to maximize your ROI in the management of your content.

Integration Gateway: Integrate Salesforce and OnBase

Brochure: Integration Gateway: Integrate Salesforce and OnBase

Gain access and real-time visibility to documents, metadata, and workflows managed in OnBase directly from your applications. The Integration Gateway enables users to capture, view, and exchange documents and data between standard and custom objects in and OnBase ECM.

ECM Consulting Services

ECM Consulting Services

Enterprise Content Management (ECM) Consulting Services from MTS Software Solutions ensure your technology investments are exceeding your expectations and adding value across the enterprise.

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"What we have done is connect the dots between what Salesforce does well--sales pipeline management, case management, issue tracking, etc., and what OnBase does well--content management. Typically, Salesforce users who own OnBase have to engage either a Salesforce development agency, or hire OnBase resources with API certification. But with our platform, we have packaged all of that for you.

It is a complete solution that you can leverage to bridge both platforms. Our goal, ultimately, is to help you eliminate silos, help you streamline your business processes, and increase your productivity."

-Sam Kharidi, MTS Director of Product Management

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